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AE Wealth Management’s Brookstone Opportunities ETF BAMO Stock Holding History

AE Wealth Management’s Portfolio BAMO Stock Details BAMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63.5K Buy
1,840
+1,824
+11,400% +$61.5K ﹤0.01% 2041
2026
Q1 		$509 Sell
16
-160
-91% -$5.21K ﹤0.01% 2542
2025
Q4 		$5.73K Buy
+176
New +$5.7K ﹤0.01% 2212

Other funds holding BAMO

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
OAG
Oakmont Advisory Group Albuquerque, New Mexico $119M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AE Wealth Management's BAMO Position: Q2 2026 in Review

AE Wealth Management increased its Brookstone Opportunities ETF (BAMO) stake by 11,400% in Q2 2026, buying an estimated $61.5K and bringing the position to 1,840 shares worth $63.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2041.

AE Wealth Management first reported a position in BAMO in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold BAMO as of Q2 2026.

  • AE Wealth Management held 1,840 shares of Brookstone Opportunities ETF worth $63.5K as of Q2 2026.
  • AE Wealth Management bought 1,824 Brookstone Opportunities ETF shares in Q2 2026, an estimated $61.5K.
  • Brookstone Opportunities ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2041 holding.
  • AE Wealth Management first reported a position in Brookstone Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Brookstone Opportunities ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.